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Privately Held Companies

Goal Setting & Profit Enhancement

JGD & Associates provides comprehensive support to help businesses set and achieve goals. As your accountants and advisors, our role is to provide the reporting and advice needed to operate the business, build value and help you meet lifestyle objectives.

Some Key Benefits We Address Are:

  • Goal Setting & Profit Growth
  • Assurance & Reporting
  • Employee Benefit Plan Audits
  • Business Tax Planning; Income, Credits & Incentives
  • Risk Assessment & Internal Controls
  • CFO/Controller Services & Accounting Systems

  • Cash Flow Forecasts & Budgets
  • Coordination of Payroll
  • M&A Due Diligence & Support
  • Exit, Transition & Succession Strategies
  • Personal Tax Strategies; Gifting & Estate Strategies
  • Retirement Planning & Investment Review


Growth Strategies

Are there business development steps to consider that will enhance profits? Are there opportunities to increase margins and add market share? Does it make sense to buy or merge in a competitor? At JGD, we work with you to review ideas, tackle obstacles and plan to refine profit potential. If we do not have the experience to handle a specific challenge, we have access to professionals we trust who can help you.